› Help for Member user › Customers › Summary › Check customers

Check customers

To see on which stage of the onboarding process your customers are, complete the following steps.

  1. Under Check customers, click Check and update.
  2. Then you can:
    • Search for a particular customer by typing their name, ID, or address in the search box at the top.
    • Search for customers in a particular step of the onboarding process by selecting the stage.
    • Filter the results based on how the customers were invited (email or letter).
    • Filter the results based on which deadline the customers were assigned by specifying the deadline span. Click the filter button to access the list.
    • Sort customers based on different criteria by clicking the column heading.

    • Export the marked items to Excel by clicking Export to Excel.

  3. Choose a customer and click the Edit icon to view and edit the customer information.